Loyverse Integration - Revamp CRM
Loyverse integration in Revamp CRM will help you to easily track customers & their orders history
Revamp CRM gives you the ability to synchronize your customers, products and orders from your Loyverse account.
- We sync (every two hours) your Loyverse customers, products and orders.
- If your contacts don't exist in your Revamp CRM account, we will automatically create new contacts.
- We will sync all your orders and attach them to the relevant Revamp CRM contact profile.
- Your orders status will get updated according to changes in your Loyverse account.
- Only orders with either an assigned customer or a notification email address will be synced to Revamp and assigned to this customer/email.
- Orders with multiple payments will be marked as 'Multiple' in payment method field.
You can use our contact management tools and filters to easily segment customers.
Loyverse and CRM integration:
Here's how to integrate with Loyverse:
Step 1: Contact us
In your Revamp CRM App, navigate to Integrations tab
All your Integration List will appear. Click on Loyverse icon. You will need to send us your Loyverse API username & key.
Step 2: Find your Loyverse API Username & Key
In a separate tab in your browser, log in to Loyverse and go to the integration in side menu then click on access tokens.
To create a new token, click on the ‘+ Add access token’ button.
The form ‘Create access tokens’ will open for editing. Fill in the ‘Name’ field and TURN OFF token expiration date . After clicking on the ‘Save’ button, the Access token will be created.
Here you can copy the token for Revamp CRM integration use.
Important: You'll then be presented with your unique API Key. This will only ever show once, so copy this exactly as it appears, and paste it into Notepad temporarily - you'll need to use this shortly.
Checking the Status of your Integration
Your data (customers, products and orders) will be available shortly, and when it is, we'll email you. Also, it will be synced every two hours afterwards. Please, email us at email@example.com if you have any questions.